position it's a rally if romney wins and a slight gain if obama wins. >> exactly right. corporate america leaner, meaner, healthier than ever before. making $105 a share. even if it were to come off a little bit, the multiple is an indictment on the lack of pro-growth policies. you'll get maybe 15 multiple if you get an obama election. romney, look for a 20 multiple. >> okay. john, i gather you're not worried about the effects of hurricane sandy. you're saying between the fourth quarter and first quarter, we will get back whatever we lost and then maybe some. >> yeah, i think so p. >> we're talking 2%, 2.5%. destroying bridges doesn't create jobs. >> i think we'd all agree when i look into the tone of the discussion, we're talking about moderate growth. 1.5% to 2% growth. we're really not talking about back to 3% to 4% growth. and i would say we really need to resolve these uncertainties about affordable care health care, we need to -- dodd-frank, the bush tax cuts. a lot of policy uncertainty whether that needs to be resolved before we move the economy forward.uncertaintywheto be resolve